This fillable, quarter-by-quarter checklist serves as a practical way to ensure plan committees spend time each year on the most important issues that affect their plans.
This checklist can help plan fiduciaries:
Authored by: Fred Reish, JD, Partner, Faegre Drinker.
The views expressed here are those of Fred Reish. They should not be construed as investment advice or as the views of Hartford Funds or the employees of Hartford Funds. They are based on available information and are subject to change without notice. The information above is intended as general information and is not intended to provide, nor may it be construed as providing, tax, accounting, or legal advice. As with all matters of a tax or legal nature, please consult with your tax or legal counsel for advice. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Fred Reish.
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